My Work
What’s the Story Your Family is Telling?
Over the span of my career, I’ve helped countless families build a plan for how their story will live on.
How is Your Family
Charting its course?
There is no better time than now to unlock the secrets behind successful succession and wealth-transition plans. Through research conducted over the past decade, we have gained new insight into why some families achieve successful multigenerational succession and wealth transitions, and why others don’t.
My Books
Fresh & Accessible Guides to Successful Wealth Transition
I believe that every family– no matter how complicated– has the ability to build a lasting legacy for itself… all you need is the right roadmap.